WI

WealthNavi Inc Portfolio holdings

AUM $10.8B
1-Year Est. Return 14.3%
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$415M
2 +$364M
3 +$152M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$147M
5
GLD icon
SPDR Gold Trust
GLD
+$94.8M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$415M 33.08%
+2,865,604
2
$364M 29.01%
+8,898,631
3
$152M 12.16%
+1,397,003
4
$147M 11.69%
+3,448,444
5
$94.8M 7.56%
+776,908
6
$64.1M 5.11%
+736,030
7
$17.4M 1.39%
+154,018